Institutional Cluster

ATAI

AtaiBeckley Inc.
BULLISH
Impact 6/10
Horizonweeks Processed1mo ago
Institutional cluster: 12 buyers, 0 sellers (bullish)
Actionable Insight ▲ Bullish

The unanimous institutional accumulation across 12 active managers suggests a shared catalyst thesis for ATAI. With no insider buying to corroborate, monitor for upcoming earnings or pipeline updates that may have driven this positioning. The 45-day reporting lag means positions may have been adjusted since quarter-end.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
ATAI ▲ +0.41% at T+20d
LONG call ✓ call won +0.41% · α vs SPY +1.33% · entry $7.25 → $7.28
Next anchor: T+60d in 4w
Latest observation: T+24 -15.32% FF3 residual α
Entry anchored
Aug 7, 07:04 PM ET
via 1-min bar
T+1d
-0.55%
call -0.55% · α -0.23%
$7.21
settled 8w ago
T+5d
-0.14%
call -0.14% · α -0.09%
$7.24
settled 7w ago
T+20d
+0.41%
call +0.41% · α +1.33%
$7.28
settled 29d ago
T+60d
—
call — · α —
—
in 4w

Executive Summary

12 institutional investors accumulated $7.0M in ATAI during Q2 2026, with zero sellers. Bank of New York Mellon ($4.7M) and Citigroup ($1.3M) led the buying, all via active asset managers. The unanimous accumulation signals a shared positive thesis, though the 45-day 13F lag and lack of insider buying temper conviction.

Key Financial Metrics

Direction
accumulating
Buy Value
$7.9M
Sell Value
$0.00
Net Flow
$7.0M

Institutional Positions

Net institutional flow: $7.0M

▲ Buyers (12)

InstitutionActionChangePosition ValueValue Δ
Bank Of New York MellonDOUBLED+1855.7%$4.7M$4.5M
CitigroupDOUBLED+388.4%$1.3M$1.1M
Truist FinancialDOUBLED+358%$396.0K$338.0K
Vontobel HoldingDOUBLED+279.4%$400.0K$329.0K
State Of New Jersey Common Pension Fund DADD+35.1%$402.0K$202.0K
Hightower AdvisorsADD+61.6%$325.0K$190.0K
Pictet Asset Management HoldingADD+61.1%$189.0K$110.0K
Russell Investments GroupDOUBLED+111400%$135.0K$135.0K
Farther Finance AdvisorsDOUBLED+2200%$121.00$117.00
Universal- Beteiligungs- UndADD+45.2%$77.0K$41.0K

Key Facts

  • 12 institutions increased positions, 0 reduced; net buying of $7.0M
  • Bank of New York Mellon doubled its stake to $4.7M (+1,855.7% shares)
  • Citigroup doubled to $1.3M (+388.4% shares)
  • Truist Financial, Vontobel Holding, and State Of New Jersey Common Pension Fund also added materially
  • No insider open-market buying (confluence score 21/100, divergent)

Financial Impact

12 institutions accumulated $7.0M in new positions, with Bank of New York Mellon ($4.7M) and Citigroup ($1.3M) accounting for 86% of the total buying

institutional ownershipfloat

Risk Factors

  • 13F data is 45 days stale; positions may have been partially or fully unwound
  • No insider buying to corroborate the institutional thesis
  • Historical calibration shows score-6 filings on ATAI have a 56% win rate at T+20, but average alpha is modest (+1.67% net after costs)

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
43% bullish (21 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-ATAI-2026-Q2
17 reports for ATAI
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+60▲ +38.03%Apr 8, 2026
Filters
Rows
Reports for ATAI — sortable, filterable
TypeNow
Sep 11, 2026
21d ago
25-NSE
BEARISH ★ 9/10
$7.30 awaiting T+20awaiting T+20——
Aug 10, 2026
7w ago
DEFM14A
BULLISH ★ 7/10
$7.25 $7.28▲ +0.41%▲ +1.33%—
Aug 9, 2026
7w ago
Institutional Cluster
BULLISH ★ 6/10
$7.25 $7.28▲ +0.41%▲ +1.33%—
Jul 16, 2026
11w ago
DEFA14A / 8-K
BULLISH ★ 7/10
$7.15 $7.25▲ +1.40%▼ −2.22%—
Jul 7, 2026
12w ago
144
NEUTRAL ★ 3/10
$5.17 $7.22▲ +39.65%▲ +36.38%—
Jul 6, 2026
12w ago
Press Release
NEUTRAL ★ 4/10
$4.96 $7.18▲ +44.76%▲ +45.32%—
Jun 26, 2026
14w ago
144
NEUTRAL ★ 3/10
$5.36 $7.18▲ +33.96%▲ +34.23%—
Jun 25, 2026
14w ago
144
NEUTRAL ★ 3/10
$5.29 $7.17▲ +35.54%▲ +34.28%—
Jun 3, 2026
17w ago
8-K
NEUTRAL ★ 2/10
$4.53 $5.19▲ +14.57%▲ +15.57%—
May 12, 2026
20w ago
Press Release
MIXED ★ 5/10
$4.15 $3.78▼ −8.92%▼ −7.19%—
Showing 10 of 17

US Market Status

Market Closed — Opens Mon (37h 4m)

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Report published Aug 9, 2026